Member Service Representative

Montana Credit Union Member Service Representative

At Montana Credit Union, we believe in empowering people who are dedicated to serving others and strengthening our communities. We foster a culture that values innovation, dedication, and authenticity, while supporting professional growth and encouraging new ideas. More than a place to work, Montana Credit Union is a team where your contributions are valued, your voice is heard, and your career is supported.

The Member Service Representative (MSR) plays a vital role as a first point of contact for members and visitors, ensuring each interaction reflects professionalism, courtesy, and a genuine desire to help. This position is responsible for opening and maintaining memberships and accounts, processing a variety of member requests, and providing accurate information about Montana Credit Union's products and services. MSRs assist members in person, over the phone, and through digital channels, helping them achieve their financial goals with a proactive, solutions-focused approach.

Key Responsibilities:

• Process member transactions including transfers, payments, withdrawals, check requests, share certificates, and line of credit advances
• Perform account maintenance such as adding or removing joint owners, updating beneficiaries, opening/closing memberships, and handling IRA/HSA contributions and withdrawals.
• Open and service personal, fiduciary, and business accounts while ensuring proper documentation, disclosures, and compliance with policies and audit standards.
• Support members with card services by issuing, activating, maintaining, and troubleshooting ATM, debit, and credit cards, including researching disputes and transaction inquiries.
• Assist members with digital banking services, including online and mobile setup, security resets, and general product and service guidance.
• Complete operational tasks such as check orders, stop payments, address changes, ACH originations, wire transfers, and notary services with accuracy and attention to detail.
• Deliver exceptional member service by researching account discrepancies, resolving inquiries, and maintaining a welcoming, professional service environment.
• Perform additional duties and support branch operations as assigned by the manager to meet member and organizational needs.

Qualifications:

High school diploma or equivalent is required. At least 2 years of exceptional customer or member service experience preferred.

Salary & Benefits:

Pay Range: $17.00 - $19.00 Hourly DOE. Comprehensive benefits package including medical, dental, and vision insurance, retirement plan, and paid time off.

If you have any questions about this position or the application process, please contact MCU HR at Careers@montanacu.com or call us at 406-454-4653.